Wealth Advisor II
First Interstate BancSystem•Bozeman, MT
•Onsite
About The Position
The Wealth Advisor II will lead expansion of existing, and develop, new Wealth Management and First Interstate relationships through a comprehensive financial planning approach. This position will lead a relationship team and may be responsible for the supervision and motivation of team members.
Requirements
- Perform all duties and responsibilities consistent with First Interstate Bank, Wealth Management, Broker, Dealer, SEC, FINRA, State Insurance, State Banking, and federal rules, regulations, policies, and procedures.
- Bachelor's Degree required
- 10+ years experience in financial planning, trust, investment, and/or equivalent combination of education and experience required
- FINRA Licenses 7, 66, or 7, 63,65 preferred
- Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
- Sitting - Frequently
- Standing - Occasionally
- Noise Level - Moderate
- Regular and Predictable Attendance - Required
Nice To Haves
- Master's Degree preferred
- Certified Trust and Financial Advisor (CTFA) preferred
- Certified Public Accountant (CPA) preferred
- Certified Financial Planner-CFP Board preferred
- Chartered Financial Analyst (CFA) preferred
- Certified Investment Management Analyst (CIMA) preferred
Responsibilities
- Expands and enhances existing Wealth Management and Bank relationships to high-valued clients through a comprehensive financial planning approach designed to achieve client goals and objectives.
- Delivers Wealth Management and Bank solutions for asset protection, asset management, retirement, IRA, and banking.
- Designs, implements, updates, and monitors client’s comprehensive financial plan.
- Retains high-valued client relationships through customer service that meets Wealth Management and First Interstate Bank's standard for service and retention, evolving in First Interstate Bank serving as the client’s Trusted Advisor.
- Acts as the leader for sales activities, client relationship management, problem resolution, and other account related issues for their Team.
- Participates in Bank officer, staff, call meetings, and sales training and professional education and development as determined appropriate by supervisor.
- Participates in assigned committees and teams for the Wealth Management and First Interstate Bank.
- Participates in community organizations that enhance the individual’s and bank’s visibility within the community, state, and nation.
- Performs other duties as assigned.
Benefits
- Generous Paid Time Off (PTO) in addition to paid federal holidays.
- Student debt employer repayment program.
- 401(k) retirement plan with a 6% match.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
